Team & tasks

Turn conversations into work your team can finish

Tasks, approvals, roles and bookings, in the same place as the messages they came from.

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Tasks

A message becomes a task with an owner

A quote request, a special order, a complaint: turn it into a task, give it an owner and a due date, and track it through statuses you define. The agent can create tasks too.

Your own statuses

List and week views, with the statuses your business uses.

Templates

A booking, a quote or a delivery always asks for the same fields. Templates make sure they are filled.

Linked to the conversation

Every task keeps the conversation it came from, so nobody has to ask twice.

Review

One review room for every yes

Held replies, posts, outbound calls, scheduled email and tasks that need approval wait in one place. Owners and managers decide; everyone else sees what is waiting, and on whom.

Roles

Everyone sees what they should

Invite your team, give each person a role, and fine-tune what they may do in the permission grid. Group people by team or by shop. Staff are recognised when they write or call from their own WhatsApp, email or phone.

  • Owner, manager and member roles
  • A permission grid, and groups
  • 5 team seats included, and more when you need them

Resources

Tables, rooms and vans, booked without clashes

Add the things people book, and the agent and your team see what is free before they promise it. Each resource has a calendar feed for the calendar app you already use.

Bring your team in

Invite the people who answer your customers, and give each one the right role.

Free for 7 days · Card required · Cancel before it ends and pay nothing